Learn the Basics (for Advisors)

For Advisors, Case Tracker allows you to view the status of your advisee’s case, including progress, case documents, correspondence, supportive measures, and outcomes.

Note: The tools that appear on the left navigation menu will depend on your user role and permissions. This article covers the permissions for Advisors. Learn about permissions for Admins and permissions for Parties

Navigation

Main Navigation

The main tools are organized on the Left Navigation Menu.  

Notifications

New notifications are under the Bell Icon at the top of the screen. 
HP_Bell icon_Advisor

Settings

Contact information and password

Settings specific to your User Profile, including your username and password, can be found at the top right under your name.
User Profile_Advisor

Notification Settings

Notification settings, including do not disturb settings, can be found under Preferences on the Left Navigation Menu. 
Preferences_Advisor

Find Your Cases

To view all cases that you are assigned to as an Advisor, click the My Cases tab on the Left Navigation Menu. On the My Cases Screen, click on the Case ID to view additional information.

My Cases_Case Details

Case Details

To view the details of a case, including the case type, incidents, synopsis, and case managers, click the Details Tab on the Top Navigation Menu.
Case details_Advisor

Case Progress

To view the status of the case and which steps have been completed, click the Progress Tab on the Top Navigation Menu.
Case progress_Advisor

Correspondence

To view and reply to messages from case managers, click the Correspondence Tab on the Top Navigation Menu.
Correspondence_Advisor

Case Documents

To view and download documents associated with a case, click the Case Documents Tab on the Top Navigation Menu.
Case Documents_Advisor

Supportive Measures

To view interim measures, supportive measures, and accommodations that are associated with the case, click the Supportive Measures Tab on the Top Navigation Menu.
Supportive Measures_Advisor

Case Outcomes

To view the outcome of each incident and violation associated with the case, click the Outcome Tab on the Top Navigation Menu.
Outcomes_Advisor

The school administrator controls what case outcome information can be viewed by advisors. Contact your administrator to gain access to this information.